What does the future look like?

Let us help you plot a path!

Choose to work with Dennis Financial and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Meet the Team

David Dennis, BA

Barry L. Dennis, EPC, PRP

The Cost of Advice

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.

Audiocasts

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Praise is best heard in the third person

"Barry has served us well. He earned our trust by listening to our needs and concerns and by guiding us in a direction that has not only been effective but comfortable to I ye with. Barry carefully developed a portfolio to meet our very specific situation and has monitored it diligently, keeping us well informed. We have been retired and living our dream for the past ten years. Barry and his Associates continue to share the benefit of their expertise for our financial future." - Bob and Bea, Passmaquoddy Bay

Praise is best heard in the third person

"Always there on demand, quick service, explains thoroughly, assists in organizing our financial affairs so we can understand our situation. He is friendly, easy to talk to, talks in words we can understand. We highly recommend Barry and the services he provides. I feel he always gives the best advice for us, in our best interest." - Toby Campbell, Rexton

Praise is best heard in the third person

"Over these ten years that I have known Barry, I have met regularly with him and I have been party to his investment advice for me. This has been a decision making process which I have come to understand and to enjoy. I have also been made aware of Barry’s research” trips and he has often talked over with me the basics of what he learned in his sem nars. We openly discuss the ‘swings” in the market and we regularly discuss investment opportunities. These efforts to involve me at an informed, decision making level are a sure indication of both his interest in his clients and his ability to make them comfortable with financial decision making. It also underlines strongly his ability to work with people and to involve them in a process. - Roger Moore, PhD, 3M National Teaching Fellow (2000)

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund. Investment Planning Counsel is a fully integrated Wealth Management Company. Mutual Funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation. Insurance products available through IPC Estate Services. IPC Private Wealth is a program offered by IPC Securities Corporation. To Know Your Advisor, please refer to the IIROC.